Entry Level Tax Preparer
About The Position
Jackson Hewitt is hiring an entry-level tax preparer to guide clients through tax codes, rules, and processes while providing accurate tax preparation and customer service. The role involves helping clients navigate what may be a significant and emotional financial event, easing their stress, and providing tax knowledge and support. The position is described as seasonal, with flexible scheduling and full-time or part-time options. Tax preparers conduct face-to-face interviews, prepare and complete tax forms and returns, handle e-filing, and provide clients with printed returns for review. They also provide IRS audit support, answer questions and calls, offer future tax-planning guidance, support business growth and client retention, process payments, and collaborate with the office team. A PTIN certification is required.
Requirements
- PTIN certification.
- Passion for providing extraordinary customer service.
- Excellent communication and interpersonal skills.
- Experience working in a fast-paced environment.
- Basic knowledge of computer functions.
Nice To Haves
- Sales and/or marketing experience.
- Bilingual candidates are highly encouraged to apply.
Responsibilities
- Conduct face-to-face tax interviews with clients.
- Prepare complete and accurate tax returns, including multiyear, multistate, and year-end tax forms.
- Explain, complete, and e-file tax forms with the IRS and state agencies, and provide clients with printed copies of returns to review.
- Provide clients with IRS audit support.
- Complete tax forms in accordance with company policies and applicable legislation and regulations.
- Furnish taxpayers with information and advice to support correct tax-form completion.
- Answer client calls routed through the national call center system and respond to client questions.
- Provide future tax-planning guidance to clients.
- Generate business growth, increase client retention, and offer additional products and services.
- Collect and process client payments and ensure timely deposits.
- Participate in marketing and business-generation efforts.
- Resolve client complaints or refer situations to a supervisor as appropriate.
- Support office priorities through teamwork and collaboration.
Benefits
- Opportunity for advancement
- Training & development
- Flexible schedule
- License reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
